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Paddhof1984's avatar
Paddhof1984
Icon for Helper III rankHelper III
9 years ago

YTD

Hello,   I am curious whether there is anyone who can help me out with following situation:   I do have 3 tables, each of them contains the total turnover from a specific year:   2015 (whole ye...
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Paddhof1984's avatar
Paddhof1984
Icon for Helper III rankHelper III
9 years ago

Daniil

 

Thanks for your quick reply. No, somehow the measure shows empty on the chart:

 

Daniil's avatar
Daniil
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9 years ago

Paddhof1984
Made a typo, sorry. This should work:

2015 YTD =
CALCULATE (
    SUM ( RE2015[QTY] ),
    INTERSECT ( VALUES ( RE2015[Month] ), VALUES ( RE2017act[Month] ) )
)
  • Paddhof1984's avatar
    Paddhof1984
    Icon for Helper III rankHelper III
    9 years ago

    Daniil Thanks for your support. One more thing:

     

    Is there any possibility to add a measure which cumulates the monthly turnover for the ytd measure?

    So I can compare ytd turnover for 2016 to the current to 2017?

    • Daniil's avatar
      Daniil
      Icon for Kudo Kingpin rankKudo Kingpin
      9 years ago

      For this, I would append all three RE tables into one and have a proper date type column and a calendar table -- then the easiest way to create such a measure would be using Quick Measures.

      • Paddhof1984's avatar
        Paddhof1984
        Icon for Helper III rankHelper III
        9 years ago

        Daniil

         

        Hello again.

         

        Is there any possibility to limit the ytd for the same time period as last year only to previous months? Like July is the current month, but I only need the turnover for past months which are completed. IS there any possibility to add this to your measure above?

  • Paddhof1984's avatar
    Paddhof1984
    Icon for Helper III rankHelper III
    9 years ago

    Daniil

     

    I have another point regarding the intersection of values: the Intersection of old years compared to the new year works perfect.

     

    Now I do have following measure:

     

    TO2017 cumul. = TOTALYTD(SUM(RE2017act[2017])|'Calendar'[Date])

     

    How can I intersect this one, so that only months are shown, where turnover is generated? In this case, it still shows values for the rest of the year and for months, which still are to come but where no turnover has been created until yet.